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Daniel a. Davidowitz Revocable Trust

Limited PartnerPolen Capital Management, LLC

About Daniel a. Davidowitz Revocable Trust

Daniel a. Davidowitz Revocable Trust is listed as Limited Partner at Polen Capital Management, LLC in Boca Raton, FL. Form ADV reports a beneficial ownership band of 25-50%. Daniel a. Davidowitz Revocable Trust is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Polen Capital Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Daniel a. Davidowitz Revocable Trust work?

Daniel a. Davidowitz Revocable Trust is listed as Limited Partner at Polen Capital Management, LLC on SEC Form ADV.

How much of Polen Capital Management, LLC does Daniel a. Davidowitz Revocable Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

Polen Capital Management, LLC

TitleLimited Partner
Ownership25-50%
Control personYes
Since2022

Polen Capital Management, LLC

TitleMember
Ownership50-75%
Control personYes
Since2022